Insight Category: Financial Planning

Is residential property still a good investment?
The age of the amateur buy-to-let landlord is probably behind us....
Why it Might Be Dangerous to Take Financial Advice from Chat GPT

With the benefit of a 40-year career in financial advice under my belt, a thought...

The Golden Era for DB Transfers

Pension freedoms were announced in 2014 and came into law on 5 April 2015. In...

what are the benefits of using offshore bonds?

Learn more about Offshore Bonds Offshore bonds are a popular investment wrapper that offers a...

pension vs isa

What is a pension? A pension is an investment vehicle designed for an individual’s retirement....

How much money do I need to retire?

One of the most common questions we hear when people embark on their retirement planning...

A New Approach to Pension Drawdown

Recent Changes Impacting Pension Drawdown In the last two years there have been two developments...

Annuities are back in the news. Firstly, annuity costs have fallen substantially since 2021. Annuity...

Recently, we have been approached to advise clients on what their options are when it...

7 Year Rule: what you need to know

When you’re engaging in wealth planning it’s important to think not only about the rest...